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Sunday 22nd of October 2017
Serving Seniors and Individuals with Disabilities  
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Services

Special Needs Planning

Future Planning for Families with a Child with Special Needs

For families with a child with special needs, planning for the future is especially important. Making sure that the child with a disability will be well cared for after the parents are gone is paramount. For children who will likely rely on public benefits such as Supplemental Security Income (SSI) and Medicaid as adults, it is critical that an inheritance not be left to the child directly. Any money passing directly to the person with a disability could make him or her ineligible for SSI and Medicaid, resulting in the inheritance having to be spent to pay for medical care and basic housing expenses that would otherwise be covered by the benefits. A special needs trust is often used to receive any inheritance so that it can be used to for the child’s benefit without interfering with public benefits eligibility, resulting in an overall enhanced quality of life.

We often work with families to set up special needs trusts as a central element of a solid estate plan for the parents. The entire process typically includes preparing the parents' wills and powers of attorney, helping to change beneficiary designations on retirement plans and life insurance as appropriate, informing other relatives about the special needs trust for any gifts or bequests to the child, counseling parents about changes in benefits when the child turns 18, identifying important community resources, etc.

We can also help parents prepare a detailed "letter of intent" regarding their wishes for their child, which acts as a guide for any future caregiver to help ensure a smooth transition when the parents are no longer there to care for the child themselves.

In our experience, it is a great relief for families to have this plan in place for the future.

Please CONTACT US if you would like to schedule a consultation.
 

In order to properly access your situation, we ask all prospective clients to complete a confidential questionnaire prior to their appointment. You may print out a questionnaire by clicking the button at the top right of the screen. Please return the completed questionnaire to our Titusville office one week prior to your appointment via fax, email, regular mail or by stopping by our office.

 
Questionnaire
Long-Term care planning
Special Needs Planning
Estate Planning
Powers of Attorney
Estate Administration
Veterans' Benefits